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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,301 | $135,956-94.6% | $123,894-94.1% | $273,972-97.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.18% | 56.63%-49.5pp | 47.52%-40.3pp | 41.46%-34.3pp |
| Employer contribution / active EE | $1,448 | $5,170-72.0% | $4,617-68.6% | $4,869-70.3% |
| Participant deferral / active EE | $2,177 | $6,343-65.7% | $5,984-63.6% | $5,287-58.8% |
| Admin fee / account holder | $133 | $9,817-98.6% | $8,357-98.4% | $10,133-98.7% |